Retirement Planning Group, LLC / Ny Schwab Strategic Tr Us Large C Transaction History

Retirement Planning Group, LLC / Ny

  • $134 Billion
  • Q3 2025

A detailed history of Retirement Planning Group, LLC / Ny transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Retirement Planning Group, LLC / Ny holds 27,727 shares of SCHG stock, worth $894,473. This represents 0.66% of its overall portfolio holdings.

Number of Shares
27,727
Previous 25,062 10.63%
Holding current value
$894,473
Previous $732 Million 20.86%
% of portfolio
0.66%
Previous 0.64%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$28.92 - $32.19 $77,071 - $85,786
2,665 Added 10.63%
27,727 $885 Million
Q2 2025

Jul 25, 2025
BUY
$22.27 - $29.21 $21,713 - $28,479
975 Added 4.05%
25,062 $732 Million
Q1 2025

Apr 22, 2025
BUY
$24.91 - $29.02 $171,555 - $199,860
6,887 Added 40.04%
24,087 $603 Million
Q4 2024

Feb 19, 2025
BUY
$25.93 - $105.3 $445,996 - $1.81 Million
17,200 New
17,200 $479 Million

Others Institutions Holding SCHG

# of Institutions
1,682
Shares Held
854M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
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  • Sector ETFs
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